As I understand it, the “supply chain risk” only restricts the target in one direction. Amazon can still sell to Anthropic and keep its government contracts.
I expect this is true in the simple case of ‘you can sell a service to them’; the reason I used the Amazon example, is that Amazon owns shares in Anthropic ($60B worth according to quick Claude check), which it purchased (at least in part) with compute credits; this is a much more intimate entanglement then Anthropic being yet-another-AWS-customer.
Again, I genuinely don’t know how this pans out, but the crux for me is not ‘can you sell a product to a company that’s a supply chain risk and keep your contracts’; it’s ‘can you [do all the things Amazon is doing with Anthropic, which are largely mutually conditioned on one another as part of complex agreements] with a supply chain risk and keep your contracts.’
As I understand it, the “supply chain risk” only restricts the target in one direction. Amazon can still sell to Anthropic and keep its government contracts.
I expect this is true in the simple case of ‘you can sell a service to them’; the reason I used the Amazon example, is that Amazon owns shares in Anthropic ($60B worth according to quick Claude check), which it purchased (at least in part) with compute credits; this is a much more intimate entanglement then Anthropic being yet-another-AWS-customer.
Again, I genuinely don’t know how this pans out, but the crux for me is not ‘can you sell a product to a company that’s a supply chain risk and keep your contracts’; it’s ‘can you [do all the things Amazon is doing with Anthropic, which are largely mutually conditioned on one another as part of complex agreements] with a supply chain risk and keep your contracts.’